McElhinney v. Trissel

208 Cal. App. 2d 188, 25 Cal. Rptr. 205, 1962 Cal. App. LEXIS 1771
CourtCalifornia Court of Appeal
DecidedOctober 3, 1962
DocketCiv. 26259
StatusPublished
Cited by3 cases

This text of 208 Cal. App. 2d 188 (McElhinney v. Trissel) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McElhinney v. Trissel, 208 Cal. App. 2d 188, 25 Cal. Rptr. 205, 1962 Cal. App. LEXIS 1771 (Cal. Ct. App. 1962).

Opinion

FILES, J.

This is an appeal from an order appointing the decedent’s son administrator with will annexed. The facts are not in dispute. The question is whether, as a matter of law, the son had priority over the appellant.

The will of the decedent was admitted to probate, without opposition, on December 27, 1960, and the executor qualified. The will bequeaths $500 to decedent’s son, William, and the .residue to appellant, who is not related by blood or marriage. The estate was appraised at $87,684.40. The will provides *190 that if any beneficiary shall in any manner contest or attack it, the share given to any such contesting beneficiary is revoked and shall be disposed of as though the contesting beneficiary had predeceased the testator. Decedent left no surviving spouse or any relatives who would be entitled to succeed in the event of intestacy except William.

On June 7, 1961, William filed a petition for revocation of probate upon the several grounds of incompetency, fraud and undue influence. This will contest is pending, and has not been brought to trial.

On July 1, 1961, the executor died. Thereupon appellant petitioned the court for appointment as administratrix with will annexed. William filed a counterpetition asking that he be appointed. He alleged that he is a son of the deceased and “entitled to succeed to the estate of deceased or some portion thereof.” The two petitions for appointment came on for hearing at the same time. The matter was heard on a stipulation of facts, which provided that the will and the petition for revocation of probate would be deemed in evidence. After submission, the trial court made a minute order stating that the petition of appellant is denied and the petition of William is granted, and directing counsel to prepare formal findings of fact and conclusions of law. After signing findings, the court then signed a formal document bearing the title, ‘ ‘ Order Appointing Successor Administrator With Will Annexed,” which document declared that William is appointed administrator with will annexed. Thereafter appellant filed a timely notice of appeal whereby she appealed “from the Order Appointing Successor Administrator With Will Annexed.”

William’s attorney now contends that appellant has no standing on this appeal because she did not specifically state that she appealed from the denial of her petition for letters of administration. There is no merit in this contention. In the first place, the notice of appeal accurately describes the only formal order which the trial court made disposing of the two petitions. The appointment of William fully disposed of appellant’s request for her own appointment.

Furthermore, irrespective of her own claim to the office, appellant, as a person financially interested in the estate, was entitled to appear in the probate court and oppose William’s application. (Prob. Code, §§ 512, 442.) From an adverse ruling she is entitled to appeal and raise the same objections in this court.

*191 Probate Code, section 409, provides that, “Persons are entitled to appointment as administrators with the will annexed in the same order of priority as in the appointment of administrators. ...”

Probate Code, section 422, so far as applicable, provides:

“Administration of the estate of a person dying intestate must be granted to one or more of the following persons, who are entitled to letters in the following order, the relatives of the decedent being entitled to priority only when they are entitled to succeed to the estate or some portion thereof: . . .
“ (2) The children. . . .
“(10) Any person legally competent.”

Under this statute it is settled that a relative of the decedent, even though an heir at law, has no priority if the will effectively disinherits him. (Estate of Winbigler, 166 Cal. 434 [137 P. 1] ; Estate of Selb, 93 Cal.App.2d 788 [210 P.2d 45].)

When William filed his petition to revoke the probate of the will on the grounds of incompetency, fraud and undue influence, he thereby forfeited the provisions made for him in the will. The will provides that if any beneficiary “shall in any manner contest or attack this Will,” his share is revoked. William has brought himself within that provision even though he may hereafter withdraw his contest before trial. The law on this subject is reviewed in Estate of Fuller, 143 Cal.App.2d 820 [300 P.2d 342]. Although the language of the will in that case was somewhat different from the will here, the reasoning of the Fuller opinion is fully applicable here and need not be repeated.

Since the will contest has not been decided, there remains the possibility that William may succeed to the entire estate as an heir at law if his contest is successful. We must consider whether this contingency is enough to place him in the category of one “entitled to succeed to the estate” within the meaning of Probate Code, section 422.

Neither party has suggested that the probate court should have or did pass upon the merits of the will contest in order to determine whether William had a prior right to letters. Although the language of section 422 makes it sometimes necessary that the court decide questions of heirship in a contest over letters of administration (Estate of Bevilacqua, 31 Cal.2d 580, 584 [191 P.2d 752]), it is not necessary or proper to adjudicate the will contest in this collateral *192 proceeding to fill a vacancy in the office of administrator with will annexed.

Although the precise question which is before us has not been raised in any case known to us, courts generally have assumed that after a will is admitted to probate it must be treated as valid until probate is revoked. In Castro v. Richardson, 18 Cal. 478, the court said, “Until the probate is revoked, it is conclusive of the validity of the will in all collateral proceedings. ...” In Tracy v. Muir, 151 Cal. 363 [90 P. 832, 121 Am.St.Rep. 117], at p. 370, the court said, “Under this rule, as long as the probate stands the will must be recognized and admitted in all courts to be valid, the unrevoked decree • of probate standing as absolute and conclusive proof of its genuineness. ’ ’ These cases are not factually analogous because they arise out of attempts to litigate the validity of a will in a civil action. The opinions are pertinent here because they recognize that an order admitting a will to probate has the force and effect of a final judgment unless and until it is set aside either by the direct proceedings provided for by statute or upon the limited grounds by which' a final judgment may be attacked in equity.

For the probate court to appoint an administrator' with the will annexed necessarily presupposes that the will is in effect.

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Bluebook (online)
208 Cal. App. 2d 188, 25 Cal. Rptr. 205, 1962 Cal. App. LEXIS 1771, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcelhinney-v-trissel-calctapp-1962.